10-Q quarterly report · filed Oct 24, 2025

Ford Motor Company (F) Q3 2025 10-Q Quarterly Report

Short answer

Ford Motor Company (F) filed its Q3 2025 10-Q quarterly report on Oct 24, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $50.5B (up 9.4% year over year) with net income of $2.4B.

Q3 2025 key financials · XBRL

Revenue
$50.5B
+9.4% YoY · +0.7% QoQ
Net income
$2.4B
+174.3% YoY · +6897.2% QoQ
Operating margin
3.1%
EPS (diluted)
$0.61
+177.3% YoY · +6200.0% QoQ

Source: XBRL data from the Ford Motor Company (F) Q3 2025 10-Q on SEC EDGAR. USD.

Ford Motor Company Q3 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • No profitability or margin figures reported in the lease residual discussion
  • No cash position, operating cash flow, or capital deployment details mentioned
  • Management focuses on lease residual measurement and estimates for Ford Credit’s auction value and vehicle returns; no near-term outlook or guidance given

Risk Factors

  • New risk: Novelis adjusted EBIT and cash flow headwinds $1.5B-$3.0B Q4 2025, driven by production disruption affecting working capital
  • Material update: Tariff net headwind reduced to $1.0B for 2025, down from $2.0B due to recent U.S. policy announcements
  • Regulatory risk: U.S. tariffs impacting net costs by $1.0B in 2025, reflecting changes in administration trade policies
  • Market risk: U.S. industry sales forecast at 16.8 million units for 2025, with pricing up about 0.5%
  • Financial risk: Capital spending expected at $9.0 billion in 2025 supporting production and operational capacities

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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